Your Legacy, Protected with Integrity.
Secure your family's future with expert estate planning services. Our experienced advisors ensure your assets are managed and transferred seamlessly according to your wishes.
Professional Trustee and Fiduciary services for families who value peace of mind, impartiality, and expert estate administration in Southern California.
As California Licensed Professional Fiduciaries (CLPF), we serve as the bridge between your legal documents and your family’s well-being. Our mission is to remove the burden of administration from your loved ones, ensuring your wishes are carried out with precision, transparency, and empathy.
Our Services
Full trust administration, asset management, and distribution. Acting as a neutral party to prevent family conflict.
Successor Trustee
Power of Attorney
Managing financial and healthcare decisions when you are unable to do so, prioritizing your dignity and stated wishes.
Special Needs Trusts
Expert administration for beneficiaries with disabilities, ensuring continued eligibility for vital government benefits.
Why a Professional Fiduciary?
Choosing a trustee is a major decision. While a family member may have the best intentions, they often lack the time, technical expertise, or impartiality required for complex estates. As your fiduciary, we offer:
Expertise: We stay current on changing tax laws and probate codes.
Impartiality: We are a 'neutral' party, preventing sibling or heir disputes.
Longevity: We have a professional succession plan to ensure your trust is never without a captain.
Step 1: Introduction. A no-cost initial consultation to review your estate documents and needs.
Step 2: Integration. We coordinate with your existing attorney, CPA, and financial advisor to ensure a seamless plan.
Step 3: Peace of Mind. You rest easy knowing a licensed professional is ready to step in exactly when needed.
How it Works
About Our CEO
Erika Yamamoto is a California Licensed Professional Fiduciary with an MBA in Finance and a professional background in Corporate Treasury, where she managed over a billion dollars in treasury assets for a Fortune 500 company. Dedicated to protecting the legacies and well-being of the families she serves, Erika recognized a critical need for estate representatives who combine technical precision with a high degree of emotional intelligence.
In her role as a professional trustee and agent, Erika acts as a steadfast advocate for her clients, ensuring that their financial and personal wishes are honored exactly as intended. She understands that trust administration is often more than a legal obligation; it is a human one. By serving as an impartial third party, she helps families navigate complex transitions—such as the loss of a loved one or a change in health—without the friction that often arises when a family member is placed in a position of authority.
Erika maintains rigorous standards of transparency and accountability. She works collaboratively with attorneys, CPAs, and wealth managers to provide a seamless, multidisciplinary approach to estate management. Her goal is simple: to provide her clients with the absolute certainty that their future is in capable, ethical hands.
Let’s Stay in Touch
Ready to take the next step? Schedule a complimentary consultation to learn how we can help you. Call (858) 800-4797 or email us using the form here.
